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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Johnston, RI

Every SEC-registered financial advisor at a firm office in Johnston who lists the Chartered Financial Consultant designation, A to Z.

The short answer

4 ChFC holders work in Johnston; the most are at Citizens Securities, Inc. (3). 4 are also registered broker representatives.

ChFC advisors in Johnston, A to Z

Every advisor in Johnston →
  • Brian P. DrohanEagle Strategies LLC · Chartered Financial Consultant
  • William G. JacquesCitizens Securities, Inc. · Chartered Financial Consultant
  • Jeffrey P. WithingtonCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Roy YehudaCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Johnston

Citizens Securities, Inc. 3Eagle Strategies LLC 1

ChFC advisors in other Rhode Island cities

All of Rhode Island →

Warwick 12East Providence 6Providence 6Cranston 5East Greenwich 3Smithfield 3

Questions

How many ChFC financial advisors are in Johnston, RI?

4 SEC-registered investment adviser representatives at firm offices in Johnston, Rhode Island list the ChFC designation; Citizens Securities, Inc. employs the most of them (3).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Johnston?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.